Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 512 published articles
Capital Investment Advisors’ Wealth Analyst Jeff Lloyd joins Wes in the studio on today's podcast. They lament the end of football but get straight into financial news. They explain the dynamic of a “Larry David Economy”…
Read more →On today’s episode, Wes sits down with Steve Tarr, a Fellow at the Drucker School of Management, to discuss how difficult the retirement transition can be for busy and successful people. Using the SOAR Program as…
Read more →Dividends are a way for companies to return a portion of their profits to shareholders. Call it a cash reward for being an investor—each allotment is often paid out as small amounts per share.
Read more →Wes Moss and Capital Investment Advisors' Chief Investment Officer Connor Miller kick off the show by discussing the economics of the Super Bowl on and off the field and the Taylor Swift effect. You’ll hear about…
Read more →Capital Investments Advisors Wealth Analyst Jeff Lloyd joins Wes to discuss the excitement around the market finally recouping its 2022 losses and forging into bull market territory. Then, they delve into the hidden market strength of…
Read more →Wes Moss and Jeff Lloyd update folks about inflation numbers and interest rates, comment on Elon Musk’s tendency to make headlines, and lay out the case for Walmart announcing a good old-fashioned stock split. They refresh…
Read more →On today’s episode of the Retire Sooner podcast, Wes welcomes back Mary Beth Franklin. This time, she takes on the herculean task of simplifying Medicare. They get into the differences between Medicare A, B, C, D,…
Read more →The S&P 500 recently notched its first record close in more than two years. After falling more than 25% in 2022, the S&P 500 rose nearly 35% to retake a new all-time high in January 2024.
Read more →Wes is joined in the studio by Jeff Lloyd, Wealth Analyst for Capital Investment Advisors. They discuss the economics surrounding NFL playoff excitement, with a quick nod to Taylor Swift and the Kelce brothers. They praise…
Read more →On today’s episode of Retire Sooner, Wes welcomes Happiest Retirees podcast host Ryan Doolittle to discuss college football legend Nick Saban’s recent retirement. They delve into his famous coaching process, looking for helpful financial and life-planning…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
